Se connecter Inscription gratuite

Richard Dudley Key (Pinedale)


Richard Dudley Key is a mid-sized advisory firm based in Pinedale. It manages $250 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004.

Logo

Richard Dudley Key provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Richard Dudley Key: assets under management

The assets under management (AUM) of Richard Dudley Key is $250 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $250 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richard Dudley Key for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pinedale

The principal office where Richard Dudley Key performs its advisory services is located at 141 East B St, Pinedale, WY 82941 1634 The mailing address of the firm is P.O. Box 1634, Pinedale, WY 82941 1634. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-367-6661 or by fax 307-367-3577. The normal business hours are 10a.m. to4p.m. on Monday - Friday. You can find more information about the New York firm at dkey@wyoming.com.


Registered investment advisers similar to Richard Dudley Key